List of FactSet Portfolio Analytics Customers
FactSet
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United States
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Professional Services
12886
$2.3B
Since 2010, our global team of researchers has been studying FactSet Portfolio Analytics customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased FactSet Portfolio Analytics for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using FactSet Portfolio Analytics for Portfolio and Investment Performance and Planning include: American Century Investments, a United States based Banking and Financial Services organisation with 1450 employees and revenues of $3.00 billion, Voya Investment Management, a United States based Banking and Financial Services organisation with 1500 employees and revenues of $1.20 billion, Jupiter Asset Management, a United Kingdom based Banking and Financial Services organisation with 522 employees and revenues of $536.0 million, Columbia Threadneedle Investments UK, a United Kingdom based Banking and Financial Services organisation with 850 employees and revenues of $180.0 million, Texas Permanent School Fund, a United States based Banking and Financial Services organisation with 99 employees and revenues of $15.0 million and many others.
Contact us if you need a completed and verified list of companies using FactSet Portfolio Analytics, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The FactSet Portfolio Analytics customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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American Century Investments | Banking and Financial Services | 1450 | $3.0B | United States | FactSet | FactSet Portfolio Analytics | Portfolio and Investment Performance and Planning | 2018 | n/a |
In 2018, American Century Investments implemented FactSet Portfolio Analytics. The deployment supported portfolio analytics work in the Portfolio and Investment Performance and Planning category, centralizing quantitative analysis capabilities for the Multi Asset Team and for ACI's target date and target risk fund strategies.
FactSet Portfolio Analytics was configured to deliver performance attribution, holdings level and time series analytics, scenario and stress testing, Monte Carlo simulation and factor exposure reporting. The implementation emphasized Barra factor exposure analysis and supported Monte Carlo based risk analysis and ad hoc quantitative research workflows used by quantitative analysts.
The environment was operated alongside BlackRock Aladdin, with teams leveraging FactSet Portfolio Analytics and BlackRock Aladdin together to stress test and evaluate risk metrics for existing and potential strategies. Operational coverage focused on the Multi Asset Team and quantitative research requests that evaluate tactical allocation strategies and asset price forecast models.
Governance centered on standardized analytics workflows and reporting templates to align portfolio managers and quantitative researchers, including runbook procedures for stress testing and factor mapping. FactSet Portfolio Analytics provided a central analytics repository to support model validation and client requested quantitative analyses.
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Columbia Threadneedle Investments UK | Banking and Financial Services | 850 | $180M | United Kingdom | FactSet | FactSet Portfolio Analytics | Portfolio and Investment Performance and Planning | 2018 | n/a |
In 2018 Columbia Threadneedle Investments UK implemented FactSet Portfolio Analytics as a targeted Portfolio and Investment Performance and Planning solution to support fixed income attribution and monthly portfolio reporting. The implementation centered on using FactSet Portfolio Analytics for fund level and attribution analysis across Fixed Income strategies, aligning analytics output with investment decisioning and client reporting needs.
FactSet Portfolio Analytics was configured to deliver recurring monthly reporting and attribution workflows, with explicit emphasis on fixed income investments attribution capabilities and portfolio level analytics. Development work included automation of production and data validation steps, use of Python and VBA to orchestrate reporting pipelines, and SQL for data queries, enabling standardized deliverables and repeatable analytics processes.
The deployment integrated FactSet Portfolio Analytics with Bloomberg and Aladdin to support Front Office use cases, Client Reporting, and Marketing and Sales requests, forming a data and analytics hub for the investment analytics function. Operational coverage explicitly spanned EMEA and APAC coverage, with primary execution in London and direct consumption by the IG and EMD desk for attribution queries.
Governance and process change were driven from the Investment Analytics team, with an Assistant Vice President leading improvement projects and serving as the go to person for attribution related queries. Projects introduced more data science practices into production, restructured BAU deliverables, and formalized interaction protocols between fund managers, product specialists, and desks to streamline request handling.
Reported outcomes from the implementation included a complete revamp of BAU deliverables through a series of custom codes, and improvements to Data Validation and Production steps that produced an 80% increase in time savings.
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Jupiter Asset Management | Banking and Financial Services | 522 | $536M | United Kingdom | FactSet | FactSet Portfolio Analytics | Portfolio and Investment Performance and Planning | 2020 | n/a |
In 2020 Jupiter Asset Management implemented FactSet Portfolio Analytics. FactSet Portfolio Analytics is deployed as a Portfolio and Investment Performance and Planning solution to centralize performance measurement and risk analytics for the firm’s performance reporting function.
The implementation emphasized configuration of portfolio-level performance measurement, risk reporting and custom benchmark management within FactSet Portfolio Analytics, and the creation of automated reporting packs. Teams configured automated report generation and distribution workflows, and the project included a Custom Benchmark overhaul to standardize comparator construction across funds.
FactSet Portfolio Analytics was integrated into a report production stack that included MStar Presentation Studio and MStar add-ins for presentation and formatting, with SharePoint used for report storage and distribution. Operational coverage explicitly included BAU deliverables and ad hoc performance reports spanning all asset classes, financial instruments and fund types handled by the performance reporting team.
Governance and rollout work focused on a SharePoint set-up project, process changes to support automation, and handoffs to the Performance Reporting Analyst team for ongoing operations. The program produced documented efficiencies and improved Performance and Risk reporting packs, supporting more automated daily reporting and standardized benchmark governance.
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Texas Permanent School Fund | Banking and Financial Services | 99 | $15M | United States | FactSet | FactSet Portfolio Analytics | Portfolio and Investment Performance and Planning | 2018 | n/a |
In 2018, Texas Permanent School Fund implemented FactSet Portfolio Analytics to support Portfolio and Investment Performance and Planning. The deployment was oriented to support Investment Research, Portfolio Management, and Risk teams based in Austin, Texas, using FactSet Portfolio Analytics as the central analytics and reporting layer.
The FactSet Portfolio Analytics implementation encompassed performance analytics, factor attribution, portfolio-level risk analytics, and configurable reporting used to monitor active risk exposures and returns. Configuration included automated attribution workflows and standardized performance reports that were integral to evaluating trade ideas and monitoring portfolio construction decisions.
Integrations tied FactSet Portfolio Analytics into the organization’s existing front and middle office tools, with explicit interoperability for attribution and risk validation alongside Aladdin, Northfield, Barra Portfolio Manager and Beon. Data and reporting flows were used to reconcile performance and risk signals across these systems, enabling consistent factor attribution and exposure analysis across platforms.
Operational governance centered on embedding reporting into investment decision processes, including the creation and maintenance of reports used daily by portfolio managers to implement trade ideas and execute strategies such as pairs trades and futures equitization of cash and receivables. The implementation also supported investment due diligence activities for externally managed international equity portfolios and programmatic workflows for transitioning securities during account transfers and vendor separations.
The deployment positioned FactSet Portfolio Analytics as the analytics backbone for Texas Permanent School Fund’s Investment Research and Portfolio Management functions, supporting ongoing risk monitoring, performance attribution, and operational workflows in Austin, Texas.
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Voya Investment Management | Banking and Financial Services | 1500 | $1.2B | United States | FactSet | FactSet Portfolio Analytics | Portfolio and Investment Performance and Planning | 2022 | n/a |
In 2022, Voya Investment Management implemented FactSet Portfolio Analytics to centralize investment analytics and reporting as part of efforts that included integration with Allianz Global funds. The deployment targeted the Portfolio and Investment Performance and Planning category and was positioned to support portfolio management, risk and analytics teams with standardized analytics outputs.
The FactSet Portfolio Analytics implementation emphasized portfolio-level analytics, performance attribution, holdings-level aggregation, and risk analytics capabilities, with configuration to support customized factor and risk model inputs. Configuration work focused on mapping Voya proprietary data fields and instrument identifiers into FactSet, and on templating performance and attribution reports for consumption by portfolio managers.
Operational architecture used centralized data pipelines driven by Alteryx and Python for data preparation, feeding market data and proprietary holdings into FactSet Portfolio Analytics. Integrations included market data and terminal feeds such as Bloomberg, risk model inputs from Aladdin, Voya proprietary data sources, and downstream reporting channels including Power BI, SSRS and in-house visualization platforms to distribute quantitative insights.
Project governance stressed cross-functional requirement capture, stakeholder coordination, and data quality validation during testing and rollout to portfolio management and risk functions. The implementation was managed to support the Allianz Global funds integration and to modernize delivery of quantitative insights to investment teams, with established validation and signoff processes to ensure consistency of analytics and reporting.
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Buyer Intent: Companies Evaluating FactSet Portfolio Analytics
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating FactSet Portfolio Analytics. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating FactSet Portfolio Analytics for Portfolio and Investment Performance and Planning include:
- State Street, a United States based Banking and Financial Services organization with 42000 Employees
- Marie Barth, a United States based Construction and Real Estate company with 10 Employees
- Union Bank & Trust, a United States based Banking and Financial Services organization with 1300 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD FactSet Portfolio Analytics Coverage
FactSet Portfolio Analytics is a Portfolio and Investment Performance and Planning solution from FactSet.
Companies worldwide use FactSet Portfolio Analytics, from small firms to large enterprises across 21+ industries.
Organizations such as American Century Investments, Voya Investment Management, Jupiter Asset Management, Columbia Threadneedle Investments UK and Texas Permanent School Fund are recorded users of
FactSet Portfolio Analytics for Portfolio and Investment Performance and Planning.
Companies using FactSet Portfolio Analytics are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using FactSet Portfolio Analytics are most concentrated in United States and United Kingdom, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of FactSet Portfolio Analytics across Americas, EMEA, and APAC.
Companies using FactSet Portfolio Analytics range from small businesses with 0-100 employees - 20%, to mid-sized firms with 101-1,000 employees - 40%, large organizations with 1,001-10,000 employees - 40%, and global enterprises with 10,000+ employees - 0%.
Customers of FactSet Portfolio Analytics include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified FactSet Portfolio Analytics customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Performance and Planning.